About Us

Nest Wealth makes it easy for you to obtain sophisticated wealth management focused on your long-term goals without high fees, large minimums or lack of transparency.

Section 1

Who We Are

Nest Wealth makes investing easy for you by using smarter technology and proven investment principles. Sophisticated advice. Whether you’re saving for a secure retirement, a better education, a bigger house or your own special goal, we build a customized solution to suit your financial situation, time horizon and risk tolerance.

Save time while delegating better

Managing your portfolio takes a lot of time and effort. Use Nest Wealth to delegate better. We manage your money based on proven investing principles and Nobel Prize-winning† theories.

Lower fees

The high cost of mutual fund fees are avoidable. Instead of 2.23% charged by the typical equity mutual fund**, our monthly management fee starts at $20 a month and is capped at $80 a month regardless of how large your account grows.

Diversification and automatic rebalancing

Most people have portfolios that aren’t properly diversified. Fixing this can improve returns while also reducing the riskiness of your portfolio. With Nest Wealth, your portfolio is globally diversified across industry sectors and asset classes. We will monitor your portfolio and rebalance it, when needed, to keep it in line with your goals.

Transparency and constant access

You also get access to transparent online reporting whenever you want it so you always understand exactly how your investments are performing and how much you are paying in fees. Your web interface is a click away 24/7.
We’re here for you. Speak to your portfolio manager or customer care advisor by emailing us at [email protected], starting a chat conversation, or by scheduling a call to speak at your convenience.

We built a better way for you to invest.

Choose a better and easier way to invest.

Nest Wealth will manage your portfolio, find the right asset mix for you, monitor it and take action whenever necessary. Throughout it all, you stay in control with full transparency into what we do, when we do it and why it’s been done.

Section 2

Why It Matters

Mutual funds are easy, but they’re also expensive. The average Canadian equity fund charges you some of the most expensive fees in the world, taking 2.23% of your money each and every year.

We’re different because we recognize it’s your money

Nest Wealth believes everyone deserves sophisticated financial advice. That’s why our monthly management fees starts at $20 a month and are capped at $80 a month no matter how much your account grows over time.

This can make a massive difference in the wealth you’re able to create. For example, if you’re a 42-year old investor who has saved $150,000 and contributes $13,000 each year until retirement, the impact of paying a flat rate on your potential wealth is $350,000.

Start Saving More

Are you willing to give up almost half your potential wealth so someone else can manage your investments? Millions of Canadians are doing exactly that, without even knowing it..

Sophisticated Advice

The convenience of mutual funds has always come at a cost.

Here are the average equity mutual fund fees by country.

Section 3

Our Values

There is a better way for Canadians to invest their money. A way that allows Canadians to pay less, keep more and rest easy.

Democratize Access to Financial Advice

Nest Wealth believes all Canadians, not just the very wealthy, deserve sophisticated, personalized and transparent wealth management.

That’s why management fees start at $20 a month and are capped at $80 a month no matter how much money you place into your account or how much your account grows.

It’s your money and we believe that it should be treated that way. That’s why we only charge a flat fee instead of taking more each month by charging clients a percentage of their assets.

Smarter Technology and Transparency

The way to provide more Canadians with a better solution is through smarter technology and following proven investment principles. We’ve created a clear and intuitive online experience that makes it easy for you to receive personalized and professional wealth management with transparent reporting and dramatically lower fees.

Your Own Portfolio Manager

Better technology with lower costs doesn’t mean sacrificing the things that matter to our clients. You will have a registered portfolio manager that you can speak with, text or call, whenever you have questions. Better still, unlike most advisors, your portfolio manager will have a fiduciary obligation to always put your best interests first.